§ 13F · FUND PROFILE
Independent Solutions Wealth Management, LLC.
AUM · $766M (13F)Positions · 194Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LEXI | LISTED FDS TR | 3.45M | $140M | 18.3% | +3% |
| 2 | AAPL | APPLE INC | 85K | $24M | 3.2% | −1% |
| 3 | NVDA | NVIDIA CORPORATION | 102K | $20M | 2.7% | −1% |
| 4 | IVW | ISHARES TR | 146K | $20M | 2.6% | −5% |
| 5 | AVGO | BROADCOM INC | 45K | $17M | 2.2% | −2% |
| 6 | IVE | ISHARES TR | 72K | $16M | 2.1% | ±0% |
| 7 | SHV | ISHARES TR | 109K | $12M | 1.6% | −25% |
| 8 | IJH | ISHARES TR | 150K | $12M | 1.5% | −1% |
| 9 | IVV | ISHARES TR | 15K | $11M | 1.5% | +8% |
| 10 | AGG | ISHARES TR | 113K | $11M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENT SIGNAL
AC read
Independent Solutions Wealth Management, LLC is a Other fund managing $766 million in assets. The fund runs a portfolio of 194 positions.
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